See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,274 | $64,480-63.9% | $81,382-71.4% | $80,856-71.2% |
| Participation rate | 62.3% | 63.9%-1.6pp | 69.5%-7.2pp | 67.6%-5.3pp |
| Annual return | 11.10% | 16.34%-5.2pp | 24.73%-13.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,094 | $1,978-44.7% | $2,463-55.6% | $2,755-60.3% |
| Participant deferral / active EE | $2,951 | $3,094-4.6% | $3,883-24.0% | $4,296-31.3% |
| Admin fee / account holder | $1,780 | $5,671-68.6% | $5,768-69.1% | $6,918-74.3% |